XP Future 2025 | Transição de Carreira - Caxias do Sul

Job Description

XP Inc., a major independent financial institution in Brazil, is offering a career transition opportunity in Caxias do Sul. The XP Future program seeks commercially skilled individuals eager to become investment advisors. This initiative supports professionals transitioning to the financial market, providing comprehensive training and development in sales, client prospecting, and investment products.

The role involves advising clients on wealth management, creating investment portfolios, analyzing external allocations, and staying informed on economic trends. XP Inc. emphasizes a culture guided by ambition and an entrepreneurial spirit.

The role involves:

• Advising clients on wealth management.
• Creating investment portfolios.
• Analyzing external allocations.
• Staying informed on economic trends.
• Maintaining frequent contact with clients online and in person.

Requirements:

• Alignment with XP Inc.'s culture.
• A bachelor's degree.
• Commercial and relational skills.
• Commercial experience (preferably in new business prospecting).
• Curiosity about investments.
• Interest in a career transition.
• Basic knowledge of financial products.
• Not currently an Investment Advisor or Autonomous Agent (AAI).

XP Inc. offers:

• Health and dental plans.
• Wellhub (Gympass).
• Zenklub.
• Life insurance.
• Flexible iFood benefits (VA and VR).
• Transportation voucher.
• New Value benefits club.
• Parental leave (6 months maternity, 20 days paternity).
• Childcare assistance.
• Exclusive investment funds.
• Investment advisory services.
• XP Visa Infinite card without annuity.
• Credit options.